+65.2%
PR vs PLTU
+154.0%
-88.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.0% | +7.4% | -1.2% |
| 7D | +2.9% | -13.6% | +16.5% | +3.5% |
| 30D | +18.0% | +16.7% | +1.4% | +16.8% |
| 3M | +16.9% | +29.6% | -12.7% | +14.3% |
| 6M | +28.2% | -0.1% | +28.3% | +26.3% |
| YTD | +69.3% | -31.5% | +100.8% | +70.4% |
| 1Y | +69.5% | -19.7% | +89.2% | +63.9% |
| All | +65.2% | +154.0% | -88.8% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling